| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 114,300 | 2,293,000 | 47.04% | ||
| 2 | Aviance Capital Partners, LLC | 40,900 | 820,000 | 16.82% | ||
| 3 | JANE STREET GROUP, LLC | 40,582 | 814,000 | 16.70% | ||
| 4 | Carroll Financial Associates, Inc. | 18,400 | 392,000 | 8.04% | ||
| 5 | MORGAN STANLEY | 16,400 | 329,000 | 6.75% | ||
| 6 | Jaffetilchin Investment Partners, LLC | 10,897 | 219,000 | 4.49% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 6,000 | 0.12% | ||
| 8 | CENTRAL TRUST Co | 92 | 2,000 | 0.04% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
